《大行報告》高盛上調萬洲(00288.HK)目標價至7.9元 評級「買入」
高盛發表報告指,由於需求逐步恢復及有包裝肉類的新產品,預期萬洲國際(00288.HK)今年下半年於內地的包裝肉及鮮豬肉銷量將會復甦。整體而言,預期集團下半年內地包裝肉業務的盈利會輕微下跌,但可被因低基數而有強勁增長的鮮豬肉業務抵銷,估計集團下半年內地經營利潤可按年增長53%。
美國方面,該行稱集團上半年包裝肉盈利處非常高水平,預期下半年會正常化,而鮮豬肉及生豬生產合計料可繼續錄得輕微盈利,整體估計集團下半年美國經營利潤將按年下跌15%。
高盛表示,上調萬洲目標價,由7.7元升至7.9元,維持「買入」評級,並調升集團今年至2024年每股盈利預測3.3%至6.8%,反映美國利潤提高,抵銷了內地業務盈利的下降的影響。
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